AI Demand Fully Books DRAM Through 2027 as RAM Prices Surge 200%
With AI workloads consuming every available wafer, High Bandwidth Memory capacity for SK Hynix, Samsung, and Micron is fully booked through 2027. The resulting 3-to-1 wafer conversion has starved commodity DRAM supply, pushing consumer and enterprise RAM prices up over 200% since early 2025, with no market equilibrium expected until at least 2028.